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Common reasons you cannot add an appointment to an invoice

Written by Quinn Bott

There are three common reasons that an appointment would not be added to an invoice even if all of the other requirements are met:

1. The appointment has already been invoiced

An appointment cannot be invoiced more than once. If you need to change which invoice a job is associated with, you will first need to detach it from its current invoice. Once you have detached it, you will be able to re-invoice it.

2. The appointment requires a signature and is unsigned.

If you need to invoice an appointment without a signature (when one is required), the best option is to upload a blank page to the signature tab. Once there is something uploaded, you will be able to invoice the appointment.

3. The appointment was cancelled with a $0 charge

If you wish to include cancelled appointments with $0 amounts, click Advanced on the create invoices screen and check the box for Include Cancelled Appointments with $0 Amounts:

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